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Needed to manage the annual workload approaching 1.2 million student loan application files.
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Wanted to eliminate manual searches for files.
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Desired to speed up receipt and labeling of files in intake.
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Concerned about the overhead of rolling out to hundreds of staff.
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Concerned that seasonal staff of 200 would require a lot of resources to train.
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Selected FileTrail for its ease of use and PureWeb technology.
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Implemented FTColorLabel to generate color coded labels on-demand as new applications are received.
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Leveraged FTSynchronize to pre-load data on loan applications prior to receipt of the file.
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Utilized FTAdapt configuration tools to tailor screens, labels, and search forms to fit the need.
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Seasonal staff and new hires begin using FileTrail with minimal orientation.
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Achieved low cost of administration and instant roll-out with PureWeb technology.
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Color coding has saved labor in filing and retrieval, and saved time over hand-wrapped tabs.
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Data loaded from upstream system resources is kept up-to-date in FileTrail without data entry.
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Achieved high user adoption and quick ROI.
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